About Investia Financial Services
Investia Financial Services is a company based in Quebec City (Canada) founded in 1988 was acquired by iA Financial Group in July 2021.. Investia Financial Services has completed 2 acquisitions, including Les Services Financiers Planifax and PLANifax. Investia Financial Services offers products and services including RRSP, TFSA, RESP, Mutual Funds, and Segregated Funds. Investia Financial Services operates in a competitive market with competitors including Wealthsimple, Nest Wealth, Responsive, WealthBar and ModernAdvisor, among others.
- Headquarter Quebec City, Canada
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
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- Legal Name Investia Financial Services Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
- Investors
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Employee Count
Employee Count
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Investments & Acquisitions
Les Services Financiers Planifax
& 1 more
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Acquired by
iA Financial Group
(Jul 06, 2021)
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Products & Services of Investia Financial Services
Investia Financial Services offers a comprehensive portfolio of products and services, including RRSP, TFSA, RESP, Mutual Funds, and Segregated Funds. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Tax-advantaged savings plan for retirement investments.
Tax-free account for flexible investment options.
Registered plan for funding children's education costs.
Diversified funds for wealth accumulation and growth.
Investment options with guarantees against market losses.
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Funding Insights of Investia Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Investia Financial Services
Investia Financial Services has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include iA Financial Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Private foundations focused on insurance sectors
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Investia Financial Services
Investia Financial Services has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Les Services Financiers Planifax and PLANifax. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Educational initiatives are supported by the PLANifax foundation in Halifax.
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2015 | ||||
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Provider of financial services for investment industries
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1988 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Investia Financial Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investia Financial Services Comparisons
Competitors of Investia Financial Services
Investia Financial Services operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Wealthsimple, Nest Wealth, Responsive, WealthBar and ModernAdvisor, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Online robo advisory and stock trading services are provided.
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Fully managed investment account.
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AI-driven portfolios are adapted to global economic changes for users.
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Online portfolio management and financial advisory services are offered.
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Personalized ETF investment portfolios are built and managed automatically.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Investia Financial Services
Frequently Asked Questions about Investia Financial Services
When was Investia Financial Services founded?
Investia Financial Services was founded in 1988.
Where is Investia Financial Services located?
Investia Financial Services is headquartered in Quebec City, Canada. It is registered at Quebec City, Quebec, Canada.
What does Investia Financial Services do?
Investia Financial Services was founded in 1988 in Quebec City, Canada, operating in the financial sector. An online platform is provided to connect individuals with advisors who manage personal wealth data and deliver insights along with action plans via scheduled meetings. Additional services include personalized mutual funds for retirement planning, savings accounts, and insurance management.
Who are the top competitors of Investia Financial Services?
Investia Financial Services's top competitors include Wealthsimple, Responsive and Nest Wealth.
What products or services does Investia Financial Services offer?
Investia Financial Services offers RRSP, TFSA, RESP, Mutual Funds, and Segregated Funds.
How many acquisitions has Investia Financial Services made?
Investia Financial Services has made 2 acquisitions, including Les Services Financiers Planifax, and PLANifax.
Who are Investia Financial Services's investors?
Investia Financial Services has 1 investor. Key investors include iA Financial Group.